Estate & Executor Coaching Services
We offer coaching and coordination services to help executors and seniors who want to do the bulk of the work of estate execution or organization themselves but want an experienced coach to help them navigate the process.
What Our Clients Receive
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Encouragement & Support
A knowledgeable, neutral resource for questions and issues that come up along the way
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Personalized Process
Detailed trackers and documentation templates tailored to your needs
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Accountability & Coordination
A trusted partner to help you meet your goals
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Knowledge Base
Resources and professional referrals provided as needed
Coaching Packages
There are a number of different ways to work with us. We highly recommend scheduling a free consultation, so we can tailor a package to your individual needs and help you maximize the benefits of working with a coach
For Seniors
We spread out coaching sessions to allow you the time to complete tasks in between sessions.
These engagements are often around 6 months depending on the depth of work to be done.
For Executors
We tend to design our work together with more sessions up front to help you work efficiently and avoid typical mistakes.
We often work with our executors regularly at first and on an ad hoc basis as estate settlement wraps up.
For Everyone
The pace we go at and the topics we address are up to you.
We typically recommend at least 6-12 sessions to maximize the benefit of coaching.
Assessment & Recommendations
$500
Includes assessment, recommendations, referrals, and follow up session
One Hour Consult
$200
Hourly consultations are available to those in need of a one-off session to seek guidance on a specific issue
Pricing
Packages
5 hours — $175/hr
10 hours — $150/hr
20 hours— $125/hr
Packages offer access to continued support & coordination at lower prices
